Euclid Investment Advisory, LLC

Euclid Investment Advisory, located in Bethesda, MD, is a registered investment adviser founded in 2000 by Frederic Smoak. The firm specializes in managing portfolios for individuals and institutions through investments in stocks, bonds, ETFs, and mutual funds. Clients have the option to impose restrictions on investing. Euclid primarily uses broad-based and targeted ETFs and mutual funds for a diversified portfolio. The firm manages approximately $57M in discretionary assets as of March 15, 2023. For fees, Euclid charges a base fee of 1% of assets under management, with additional fees for specific strategies. Fees are assessed quarterly and exclude brokerage commissions and related costs. The firm does not charge performance-based fees. Clients include individuals, corporations, pension plans, charitable institutions, and other entities. Euclid considers fundamental and technical characteristics of securities and overall asset allocation in managing assets, emphasizing the risks involved. Euclid receives discretionary authority from clients to select securities, respecting client preferences and restrictions. Clients are encouraged to vote on proxies themselves. The firm has no disciplinary information and maintains a high standard of business conduct through its Code of Ethics. Euclid's custodians are TD Ameritrade and Charles Schwab, and the firm does not receive benefits from recommending other broker-dealers. Clients receive regular account reviews and statements.